Elevance Health, Inc.
ELV- Exchange
- NYSE
- Industry
- Hospital & Medical Service Plans
- SEC CIK
- 0001156039
In the last 90 days, Elevance Health, Inc. insiders filed 2 open-market purchases and 0 sales; 1,615 institutions reported holding it in 13F filings for Q2 2026, worth $76.8B in total; superinvestors Harris Associates (Oakmark) and Baupost Group hold it.
13F holders, Q3 2023
Institutional positions in Elevance Health, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,531
- +19 vs. Q2 2023
- Shares held
- 207.7M
- −1.97M (−0.9%) vs. Q2 2023
- Total value
- $90.8B
- −$2.06B (−2.2%) vs. Q2 2023
- New holders
- 115
- 579 more added
- Sold out
- 96
- 573 more reduced
17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ELV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,615 | $76.8B |
| Q1 2026 | 1,473 | $57.1B |
| Q4 2025 | 1,557 | $71.0B |
| Q3 2025 | 1,512 | $63.3B |
| Q2 2025 | 1,596 | $79.7B |
| Q1 2025 | 1,667 | $88.6B |
| Q4 2024 | 1,609 | $76.5B |
| Q3 2024 | 1,703 | $107.2B |
| Q2 2024 | 1,713 | $112.7B |
| Q1 2024 | 1,673 | $107.7B |
| Q4 2023 | 1,660 | $98.1B |
| Q3 2023 | 1,531 | $90.8B |
| Q2 2023 | 1,529 | $93.1B |
| Q1 2023 | 1,521 | $96.9B |
| Q4 2022 | 1,551 | $108.8B |
| Q3 2022 | 1,449 | $97.0B |
| Q2 2022 | 1,444 | $103.2B |
| Q1 2022 | 1,424 | $105.7B |
| Q4 2021 | 1,375 | $99.3B |
| Q3 2021 | 1,221 | $80.6B |
| Q2 2021 | 1,239 | $82.8B |
| Q1 2021 | 1,215 | $78.2B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 431 | $187.7K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 442 | $192.5K | 0.05% | +79+21.8% | Added |
| Covestor Ltd | 451 | $197.0K | 0.15% | +44+10.8% | Added |
| Mirova | 454 | $197.7K | 0.04% | −786−63.4% | Reduced |
| First Manhattan Co | 460 | $200.4K | 0.00% | −23−4.8% | Reduced |
| Nwam LLC | 460 | $200.5K | 0.02% | −56−10.9% | Reduced |
| Boston Financial Mangement LLC | 463 | $201.6K | 0.01% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 466 | $202.9K | 0.01% | +119+34.3% | Added |
| Carret Asset Management, LLC | 470 | $204.6K | 0.03% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 472 | $205.4K | 0.07% | +1+0.2% | Added |
| Heritage Financial Services, LLC | 477 | $207.7K | 0.04% | −21−4.2% | Reduced |
| Milestone Asset Management, LLC | 473 | $208.2K | 0.07% | +473 | New |
| TCI Wealth Advisors, Inc. | 483 | $210.3K | 0.03% | +10+2.1% | Added |
| Rockland Trust Co | 485 | $211.2K | 0.01% | +485 | New |
| Orgel Wealth Management, LLC | 485 | $211.2K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 487 | $212.1K | 0.04% | −879−64.3% | Reduced |
| Formidable Asset Management, LLC | 487 | $212.2K | 0.05% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 450 | $212.2K | 0.18% | −300−40.0% | Reduced |
| Hilltop Holdings Inc. | 488 | $212.5K | 0.03% | +1+0.2% | Added |
| Meridian Investment Counsel Inc. | 488 | $212.5K | 0.08% | +2+0.4% | Added |
| Washington Trust Co | 489 | $212.9K | 0.01% | +72+17.3% | Added |
| Relyea Zuckerberg Hanson LLC | 490 | $213.4K | 0.05% | +5+1.0% | Added |
| Gallacher Capital Management LLC | 490 | $213.6K | 0.13% | +490 | New |
| Van Hulzen Asset Management, LLC | 496 | $216.0K | 0.02% | −14,285−96.6% | Reduced |
| Flagship Harbor Advisors, LLC | 498 | $216.8K | 0.02% | +19+4.0% | Added |
| E&G Advisors, LP | 500 | $217.7K | 0.08% | −50−9.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 500 | $217.7K | 0.00% | −25−4.8% | Reduced |
| Harbour Capital Advisors, LLC | 500 | $217.7K | 0.07% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 500 | $217.7K | 0.04% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 500 | $217.7K | 0.05% | +500 | New |
| Change Path, LLC | 501 | $218.0K | 0.02% | −156−23.7% | Reduced |
| Wintrust Investments LLC | 500 | $218.0K | 0.02% | 00.0% | Unchanged |
| Carr Financial Group Corp | 485 | $218.2K | 0.09% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 486 | $219.6K | 0.01% | +486 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 505 | $219.9K | 0.01% | −111−18.0% | Reduced |
| Vista Wealth Management Group, LLC | 507 | $220.8K | 0.02% | +507 | New |
| Hikari Power Ltd | 510 | $222.0K | 0.02% | +510 | New |
| North Star Investment Management Corp. | 511 | $222.5K | 0.02% | 00.0% | Unchanged |
| Zacks Investment Management | 512 | $222.8K | 0.00% | −18,525−97.3% | Reduced |
| Deseret Mutual Benefit Administrators | 514 | $223.8K | 0.11% | −52−9.2% | Reduced |
| Colonial River Wealth Management, LLC | 516 | $224.7K | 0.15% | −1,011−66.2% | Reduced |
| AdvisorNet Financial, Inc | 516 | $224.7K | 0.02% | −72−12.2% | Reduced |
| Navalign, LLC | 516 | $224.7K | 0.09% | +516 | New |
| Summit Wealth Group, LLC | 517 | $225.0K | 0.20% | +517 | New |
| PEAK6 Investments LLC | 519 | $226.2K | 0.01% | −152−22.7% | Reduced |
| Monument Capital Management | 520 | $226.4K | 0.08% | −359−40.8% | Reduced |
| BSW Wealth Partners | 522 | $227.4K | 0.05% | −54−9.4% | Reduced |
| Kozak & Associates, Inc. | 507 | $228.0K | 0.08% | +1+0.2% | Added |
| Summit Place Financial Advisors, LLC | 525 | $228.6K | 0.16% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 527 | $229.4K | 0.12% | −7−1.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 527 | $229.5K | 0.01% | −157−23.0% | Reduced |
| Renaissance Group LLC | 529 | $230.3K | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 529 | $230.4K | 0.10% | −14−2.6% | Reduced |
| Avidian Wealth Solutions, LLC | 530 | $230.9K | 0.02% | +2+0.4% | Added |
| Insigneo Advisory Services, LLC | 537 | $233.8K | 0.05% | −323−37.6% | Reduced |
| Smith Anglin Financial, LLC | 538 | $234.2K | 0.03% | +16+3.1% | Added |
| Cypress Wealth Services, LLC | 539 | $234.6K | 0.07% | +539 | New |
| Larson Financial Group LLC | 539 | $234.7K | 0.02% | −259−32.5% | Reduced |
| Koss-Olinger Consulting, LLC | 539 | $235.0K | 0.03% | +18+3.5% | Added |
| Roberts Glore & Co Inc | 541 | $235.6K | 0.08% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 541 | $235.6K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Designers | 541 | $235.7K | 0.04% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 543 | $236.4K | 0.03% | +11+2.1% | Added |
| Edge Capital Group, LLC | 543 | $236.4K | 0.02% | 00.0% | Unchanged |
| Avestar Capital, LLC | 544 | $236.9K | 0.04% | +544 | New |
| Global Assets Advisory, LLC | 546 | $237.8K | 0.21% | +546 | New |
| Summit X, LLC | 546 | $238.3K | 0.08% | −1,385−71.7% | Reduced |
| Bridgeworth, LLC | 551 | $240.1K | 0.03% | +9+1.7% | Added |
| CVA Family Office, LLC | 557 | $242.5K | 0.06% | +111+24.9% | Added |
| McElhenny Sheffield Capital Management, LLC | 560 | $243.8K | 0.12% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 561 | $244.3K | 0.02% | −25−4.3% | Reduced |
| FourThought Financial Partners, LLC | 562 | $244.7K | 0.03% | −18−3.1% | Reduced |
| LJI Wealth Management, LLC | 562 | $244.7K | 0.07% | +5+0.9% | Added |
| E Fund Management Co., Ltd. | 565 | $246.0K | 0.02% | −30−5.0% | Reduced |
| Rothschild Investment Corp | 566 | $246.0K | 0.02% | +566 | New |
| Wealthquest Corp | 565 | $246.0K | 0.03% | +5+0.9% | Added |
| Prestige Wealth Management Group LLC | 565 | $246.0K | 0.06% | −527−48.3% | Reduced |
| Bryn Mawr Trust Co | 566 | $246.4K | 0.01% | +6+1.1% | Added |
| International Assets Investment Management, LLC | 556 | $247.1K | 0.03% | +52+10.3% | Added |
| Tri Locum Partners LP | 568 | $247.3K | 0.08% | +568 | New |
| Caldwell Trust Co | 569 | $247.8K | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 570 | $248.2K | 0.03% | +31+5.8% | Added |
| First Bank & Trust | 571 | $248.6K | 0.07% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 573 | $249.4K | 0.02% | +573 | New |
| Berkshire Asset Management LLC | 573 | $249.5K | 0.02% | 00.0% | Unchanged |
| Insight Folios Inc | 573 | $249.5K | 0.12% | +7+1.2% | Added |
| DRW Securities, LLC | 574 | $250.0K | 0.02% | −682−54.3% | Reduced |
| Old Mission Investment Co LLC | 575 | $250.4K | 0.10% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 576 | $250.8K | 0.12% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 579 | $252.0K | 0.07% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 579 | $252.1K | 0.30% | +21+3.8% | Added |
| Spinnaker Trust | 580 | $252.5K | 0.02% | 00.0% | Unchanged |
| Weil Company, Inc. | 580 | $252.5K | 0.13% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 583 | $253.8K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 565 | $255.1K | 0.00% | +222+64.7% | Added |
| Proficio Capital Partners LLC | 589 | $256.3K | 0.03% | +43+7.9% | Added |
| Vantage Consulting Group Inc | 589 | $256.5K | 0.17% | +30+5.4% | Added |
| Syntax Advisors, LLC | 589 | $256.5K | 0.23% | +30+5.4% | Added |
| Creative Financial Designs Inc | 591 | $257.1K | 0.03% | 00.0% | Unchanged |
| First National Bank | 593 | $258.2K | 0.23% | 00.0% | Unchanged |